agile stories template

8/22/2019 Agile Stories Template

1/28

Date Type Feature / Functio Story #

6/1/2013 GENERAL Planning/setup 1

GENERAL Planning/setup 2





GENERAL Planning/setup 7GENERAL Planning/setup 8



WEB Account 11

WEB Account 12

WEB Account 13

WEB Account 14

WEB Account 15

WEB Account 16

WEB Account 17

WEB Account 18

WEB Payment 19GENERAL Payment 20

WEB Payment 21

WEB Account 22

WEB Account 23

MOBILE Account 24

MOBILE Account 25

MOBILE Account 26

MOBILE Car Insurance 27

WEB Training 28

WEB Car Insurance 29

WEB Car Insurance 30

WEB Car Insurance 31WEB Car Insurance 32

33

34

35

36

37

38

39

12/1/2013 MOBILE Payment 40

MOBILE Payment 41

MOBILE Car Insurance 42MOBILE Payment 43

MOBILE Payment 44

MOBILE Car Insurance 45

MOBILE Account 46

WEB Life Insurance 47




MOBILE Life Insurance 51


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WEB Management 52

WEB Claims 53

WEB Claims 54

WEB Claims 55

WEB Claims 56

WEB Claims 57

MOBILE Claims 58

MOBILE Claims 59MOBILE Claims 60

MOBILE Account 61

MOBILE Payment 62

63

64

65

66

67

68

69

3/1/2013 WEB Payment 70MOBILE Accident 71

WEB Accident 72

WEB Account 73

MOBILE Accident 74

MOBILE Account 75

WEB Management 76

WEB Management 77

MOBILE Help 78

MOBILE Help 79

MOBILE Help 80

81

8283

84

85

86

87

88

6/1/2014


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Set up Server Environment

Complete Release Planning

Security and Privacy Configuration

Set up Database Configuration

Create logical/physical schemas/

Setup a Rule builder

Setup rule repository to database.Setup Web Rule Editor to connect to rule repository that will Create/ Read/ Update/ Delete rules

Setup LDAP authentication.

Create active directory and access policy

As a system, I must be able authenticate and authorize a user based on his Roles/Group

As a manager I should be able to create a userid for our underwriter/analyst/users

As a system I should bind the customer user id to its account in the Life Administration System

As a customer, I want to log in to the system - WEB

As a customer, I want to register for an account - WEB

As an existing agent, I want to register for an account - WEB

As a customer I should see my existing information.

As a customer, I should be able to change my password

As a system I need to implement security for payment processing - WEBAs a system I need to connect to Check21 services

As a customer, I want to pay bills for Car Insurance through credit or debit card

As an underwriter I should be able to login

As an underwriter/agent I must be able to see existing customer from paper process.

As a customer, I want to log into the mobile app

As a customer, I want to register for an account in mobile app

As an agent I want to register for an account in mobile app

As a Customer, I must be able to get the information on the current policy through mobile

Training - Train users to Create/ Read/ Update/ Delete business rules

As an underwriter I want to be able to add rules for car insurance quotes.

As a customer I want to get a quote for Car - WEB

As an underwriter I want to be able to add rules for car insurance application processing.As a customer I want to submit an application for car insurance - WEB

As a customer, I want to use this application on an Android Phone.

As a customer, I want to use this application on an iPhone

Pilot Plan

Training

Deployment

Go Live

Debugging

As a system I need to implement security for payment processing in mobile app.

As a customer, I want to pay bills for Life Insurance through credit or debit card in mobile app.

As a customer I want to get a quote for Car - WEBAs a customer I want to take pictures of a check and make payments with remote deposit


As a customer I want to submit an application for car insurance through mobile app.

As a customer, I want to display my virtual insurance info mobile without internet connection.

As an underwriter to be able to add rules for life insurance application processing.

As a customer I want to submit an application for life insurance- WEB.

As a system I want to prescreen the applications to accept or reject

As an underwriter I want to review new application for life insurance- WEB

As an underwriter I want to review new application for life insurance through mobile

As a , I want to , to achieve


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As a claim analyst I must be able to add rules for claims application processing.

As a customer I want to be able to file a claim online.

As a system, I want to approve/reject basic claim

As a claim analyst I want to be able to manage a claim online

As a customer, I want to get the status updates of the claim submitted

As a customer I want to be able to file a claim online through mobile.

As a claim analyst I must be able to add rules for claims application processing through mobileAs a customer, I want to get the status updates of the claim submitted through mobile.

As a customer, I want to upload pictures of my assets insured in to my profile through mobile.


As a customer, I want to use this application on an iPhone

Pilot Plan

Training

Deployment

Go Live

Debugging

As a customer I must be able to upload pictures of an accident through my mobile.

As a customer I must be able to upload pictures of an accident through WEB.

As a system, I must prompt user to change his password once in 6 months

As a customer I must be able to collect accident information of an accident through mobile.


As a system, I must be able to calculate the compensation due for the Agent

As a system, I must be able to generate reports to the management

As a customer, I want to get the Google map assistance to find gas stations, car repair

As a customer, I want to have an online chat with representatives from EFS.

As a customer I want to be able to call customer service with one click.


As a customer, I want to use this application on an iPhonePilot Plan

Training

Deployment

Go Live

Debugging

Debugging

COMPLETION

registering sheeting.

payments mobile

payments


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5 1 0 Operating systems/server configuration is done.

5 1 0 List of features, stories, task by priority and dependency.

8 1 0 Initial Security and Privacy Configuration are in place.

3 1 0 Initial Database configuration

8 1 0 Initial Database configuration

5 1 0 Rule builder available online

5 1 0 Successfully Delete/Read/Write3 1 0 Available online and able to add,delete,edit rules

8 1 0 Successfully Authenticate via LDAP

8 1 0 Successfully create all roles/groups

5 1 1 Login successful

5 1 1 Successfully create a userId

8 1 1 Successfully retrieve existing customer information


2 1 1 Registration successful


3 1 1 Successfully retrieve existing customer information

3 1 1 Successfully change password

8 1 1 Security requirement for financial transaction met8 1 1 Successfully connect to Check21 service

8 1 2 Successfully make a payment


3 1 2 View customer accounts




5 1 2 View current policy

3 1 2 A claim analyst should successfully add/edit/delete a rule.

5 1 2 All rules needed for insurance quotes added

5 1 2 Provide an accurate quote to customer.

2 1 2 All rules needed for car insurance application added5 1 2 Success car insurance application submission

3 1 3

3 1 3 HTML5 code is successfully wrapped in native language for iOS.

8 1 3 Document and run pilot plan.

8 1 3 Train users

8 1 4 Successfully deploy live.

8 1 4 Complete change process.

8 1 4 Collect defect and fix them.

8 2 5 All security requiment for mobile payment met

8 2 5 Successful bill payment

5 2 5 Provide an accurate quote to customer.5 2 5 Successful bill payment with a check

8 2 5 Successful bill payment

5 2 5 Successful submission of car insurance application

3 2 5 Successful display virtual insurance card without network connecti

5 2 5 All rules needed for life insurance application added

8 2 6 Successful submission of life insurance application

5 2 6 Business rule successfully run and prescreen application

5 2 6 Successful review

5 2 6 Successful review

Points # #

(include the criteria which determine when a story is "done")

Android


6/28

8 2 6 All rules for agents to meet state/federal laws added

8 2 6 All rules for claims processing added

8 2 6 Successful online claim filled

8 2 7 Rule engine approve/reject basic claims.

5 2 7 Successful manage a claim

5 2 7 Get claim status

8 2 7 Successful claim filled

5 2 7 Successful manage a claim5 2 7 Get claim status

5 2 7 Successful picture uploading

8 2 7 Set automatic transfers

3 1 7

3 1 7 HTML5 code is successfully wrapped in native language for iOS.

8 1 8 Document and run pilot plan.

8 1 8 Train users




8 3 9 Set automatic transfers8 3 9 Successful picture uploading

5 3 9 Successful picture uploading

3 3 9 Update date and verify change password prompt

8 3 9 Collect and store accident info

5 3 9 Update date and verify change password prompt

5 3 9 Accurate agents compensation calculation

8 3 9 Generate reports to managements

8 3 9 Get the Google map assistance to find gas stations, car repair

8 3 10 Chat with a reprensatative

8 3 10 Call customer service with on click.

3 1 10

3 1 10 HTML5 code is successfully wrapped in native language for iOS.8 3 11 Document and run pilot plan.

8 3 11 Train users





Android

Android


7/28

Comments

ion


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Release Iteration

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14/28

Story Name




Complete Release Planning

Complete Release Planningomp ete e ease ann ng













Setup rule repository to database.



Setup Web Rule Editor to connect to rule repository that will Create/ Read/ Update/ Delete rules



























As a system I need to implement security for payment processing - WEB




15/28

As a system I need to connect to Check21 services






As an underwriter I should be able to login

As an underwriter I should be able to loginAs an underwriter I should be able to login

As an underwriter I must be able to see existing customer from paper process.









As a customer, I want to register for an account in mobile app

As a customer, I want to register for an account in mobile appAs a customer, I want to register for an account in mobile app











As a customer I want to get a quote for Car - WEBAs a customer I want to get a quote for Car - WEB

As an underwriter I want to be able to add rules for car insurance application processing.



As a customer I want to submit an application for car insurance - WEB







As a customer, I want to pay bills for Life Insurance through credit or debit card in mobile app.As a customer, I want to pay bills for Life Insurance through credit or debit card in mobile app.




As a customer I want to take pictures of a check and make payments with remote deposit






16/28





As as customer, I want to display my virtual insurance info mobile without internet connection.



As an underwriter to be able to add rules for life insurance application processing.As an underwriter to be able to add rules for life insurance application processing.

As an underwriter to be able to add rules for life insurance application processing.




As a system I want to Prescreen the applications to accept or reject






As an underwriter I want to review new application for life insurance through mobileAs an underwriter I want to review new application for life insurance through mobile

As an underwriter I want to review new application for life insurance through mobile

As an claim analyst to be able to add rules for claims application processing.






As a system, I want to approve/reject basic claimAs a system, I want to approve/reject basic claim

As a system, I want to approve/reject basic claim

As an underwriter I want to be able to approve a claim online









As an underwriter I want to be able to approve a claim through mobile.As an underwriter I want to be able to approve a claim through mobile.

As an underwriter I want to be able to approve a claim through mobile.

As a customer, I want to get the status updates of the claim submitted through mobile.






before registering sheeting.before registering sheeting.before registering sheeting.

payments mobile


17/28



As a customer I must be able to upload pictures of an accident through my mobile.As a customer I must be able to upload pictures of an accident through WEB.











As a system, I must prompt user to change his password once in 6 monthsAs a system, I must be able to calculate the compensation due for the Agent






As a customer, I want to get the google map assistance to find gas stations,car repair



As a customer, i want to have an online chat with representatives from EFS.

As a customer, i want to have an online chat with representatives from EFS.

As a customer, i want to have an online chat with representatives from EFS.As a customer I want to be able to call customer service with one click.



Deployment

Deployment

Deployment

Pilot Plan

Pilot Plan

Pilot Plan

Training

Training

TrainingChange process

Go Live Debugging

Debugging

Debugging

payments mobilepayments mobilepaymentspaymentspayments


18/28


19/28

Tasks Task Owner Estimated Hours2 Status

SE/DBA/NA Err:509

Load OS, and set parameters SE/DBA/NA Err:509

SE/DBA/NA Err:509

Complete Release Planning Group Err:509

Complete Release Planning Group Err:509omp ete e ease ann ng roup rr:

Data modeling SE/DBA/NA/BA/SA Err:509

Physical and Logical schemas SE/DBA/NA/BA/SA Err:509

Configure user roles SE/DBA/NA/BA/SA Err:509Design SE Err:509Add business logic and data SE Err:509Coding and testing SE Err:509Design DBA/BA/DEV Err:509Add business logic and data DBA/BA/DEV Err:509Coding and testing DBA/BA/DEV Err:509Design DEV/BA/SA Err:509Add business logic and data DEV/BA/SA Err:509Coding and testing DEV/BA/SA Err:509Design DEV/BA/SA/DBA Err:509Add business logic and data DEV/BA/SA/DBA Err:509Coding and testing DEV/BA/SA/DBA Err:509Design DEV/BA/SA/DBA Err:509Add business logic and data DEV/BA/SA/DBA Err:509Coding and testing DEV/BA/SA/DBA Err:509Design SE/BA Err:509Add business logic and data SE/BA Err:509Coding and testing SE/BA Err:509Design user interface SE/BA Err:509

Testing SE/BA Err:509

Design user interface SE/BA Err:509

Design user interface BA/DEV Err:509

Testing BA/DEV Err:509Coding and testing BA/DEV Err:509Design BA/DEV Err:509Add business logic and data BA/DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509

servers

provider for servers


20/28

Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509

Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509

Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Training Plan DEV Err:509

Training execution DEV Err:509

Training summary and followup BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509

Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509

Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509


21/28

Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509

Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509

Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design UI DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509

Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509

Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509


22/28

Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509

Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509

Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509Add business logic and data DEV Err:509Coding and testing BA/DEV Err:509Design DEV Err:509

DEV Err:509

Coding and testing BA/DEV Err:509Design DEV Err:509

DEV Err:509

Coding and testing BA/DEV Err:509

Build, Release and Deploy Group Err:509

Load Testing Group Err:509

Demo/Training Group Err:509Build Pilot Plan BA Err:509Select/train the end users BA Err:509Run Pilot Plan BA Err:509Follow Training Plan Group Err:509

Follow Training Plan Group Err:509

Follow Training Plan Group Err:509Start change process. Group Err:509

Group Err:509

Identify the bugs and track them Group Err:509

Release the patches/Debugging Group Err:509

Err:509

Err:509

Err:509

Err:509

Err:509

queries

queries

task


23/28

Err:509

Err:509

Err:509

Err:509

Err:509

Err:509

Err:509

Err:509


24/28

No of Releases 3

Total No of Iterations in Project (0 + others) 8

Total Number of Stories 72

Number of stories in iteration 0 and 1 20

Number of Tasks in Iteration 0 and 1 54

Total number of tasks 205

Average hour per task 14.1

Hours per story point 40.19Hours for all story points in the project 2894

Total cost or work effort $4.08


25/28

Job

Mail Room Clerk

Data Entry Clerk

Underwriter Assistant

Underwriter

Call Center ManagerCall Center Service Representative

Call Center Sales Person qualified to sell insurance and take loans

EFS IT Project Manager

EFS Systems Analyst

EFS Developer

EFS Business Analyst

EFS Data Base Analyst

EFS Security Expert

EFS Network Engineer

Current Number of EmployeesThis does NOT include Contractors

14

22

27

45

11

400

20


26/28

Hourly Wage+ Benefits Hours Spent on Tasks

$12.00

$15.00

$17.00

$26.00

$30.00$18.00

$28.00Contractor

$58.00 $90.00 4341

$52.00 $95.00 1560

$48.00 $80.00 2643

$30.00 NA 1452

$58.00 $110.00 690

$58.00 $100.00 780

$58.00 $110.00 438

They wantto reduce this number to 200 by training current staff to sell and service

They want to grow this in a year from 20 to 200


27/28

Number of Employees Total cost over total tasks

x1 PM x1PMcontractor (split between 2) $321,234.00

x1 SA $81,120.00

x20 DEV $3,467,616.00

x1 BA $43,560.00

x1 DBA $75,900.00

x1 SME $45,240.00

x1 NE $48,180.00

$4.1


28/28

Million

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